Quartr MCP Server

Access financial data, company profiles, earnings events, and documents through the Model Context Protocol.

Getting started

Connect to the Quartr MCP server from any MCP-compatible client. A Quartr Pro subscription is required.

Anthropic Marketplace

Search for Quartr in the Anthropic Marketplace to install the integration directly.

Claude Desktop

Or add the following to your Claude Desktop configuration manually:

{
  "mcpServers": {
    "quartr": {
      "type": "streamable-http",
      "url": "https://mcp.quartr.com/mcp"
    }
  }
}

On first connection, you will be redirected to sign in with your Quartr account and authorize access.

Available tools

Companies

search_companies

Search for companies by name or ticker symbol

get_company

Get a company's full profile including ticker, GICS, market cap, and status

list_companies

List companies filtered by GICS sector, country, status, or market cap size

list_related_companies

Find peers and competitors for a given company

Events & Documents

list_events

List events (earnings calls, investor days) for a company or watchlist

get_event

Retrieve detailed information about a specific event

list_event_types

List all event types with hierarchical classification

list_documents

List documents (transcripts, reports, filings) for a company

read_document

Read the full text content of a document page by page

read_live_transcript

Read the live transcript for an ongoing or recently completed event

search_documents

Full-text search across transcripts, slides, and reports with highlighted snippets

Financials & Summaries

get_financials

Retrieve financial statements — income statement, balance sheet, and cash flow

get_document_summary

Get an AI-generated summary for a specific document

get_event_summary

Get an AI-generated summary for a specific event

Watchlists

list_watchlists

List the user's watchlists

get_watchlist

Get a watchlist with its companies

create_watchlist

Create a new watchlist

rename_watchlist

Rename an existing watchlist

delete_watchlist

Delete a watchlist

add_to_watchlist

Add companies to a watchlist

remove_from_watchlist

Remove companies from a watchlist

Keywords

list_keywords

List the user's keyword alerts

create_keyword

Create a keyword alert for transcript and document monitoring

update_keyword

Update an existing keyword alert

delete_keyword

Delete a keyword alert

Folders

list_folders

List the user's saved content folders

create_folder

Create a new folder for saving content

rename_folder

Rename a folder

delete_folder

Delete a folder

Workspaces

list_workspaces

List the user's workspaces

create_workspace

Create a new workspace

delete_workspace

Delete a workspace

tag_company_to_workspace

Tag a company to a workspace

untag_company_from_workspace

Remove a company from a workspace

Search Filters & Classifications

list_search_filters

List saved search filters

create_search_filter

Create a saved filter with GICS, country, event type, and market cap criteria

delete_search_filter

Delete a saved search filter

list_gics

List GICS industry classifications (4-level hierarchy)

Authentication

The server uses OAuth 2.0 with PKCE. On first connection, your MCP client will:

Register as an OAuth client (dynamic client registration)
Redirect you to authorize via your Quartr account
Receive tokens scoped to mcp:tools

Tokens are automatically refreshed. All requests require a valid Bearer token.

Rate limits

Requests are rate-limited per user. Limits vary by tool (20–100 requests per minute). If you exceed the limit, you will receive a 429 response with a Retry-After header.

Support Privacy Policy